Position in MDT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,684,319
-$1,657,742 QoQ
Shares Held
134,845
-2.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $17,501,087 across 17 Medical Devices names. MDT ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
134,845 | $11,684,319 | |
| 2 | ESTA |
Establishment Labs Holdings Inc.
|
58,057 | $3,296,476 | |
| 3 | SYK |
Stryker Corp
|
3,133 | $1,029,472 | |
| 4 | ABT |
Abbott Laboratories
|
6,694 | $687,272 | |
| 5 | STE |
STERIS plc
|
1,629 | $360,220 | |
| 6 | EW |
Edwards Lifesciences Corp
|
3,303 | $264,504 | |
| 7 | BSX |
Boston Scientific Corp
|
885 | $55,533 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
686 | $48,829 |
All Filings in MDT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,684,319 | 134,845 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,342,061 | 138,893 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $12,007,002 | 126,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,562,723 | 109,702 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $8,084,015 | 101,202 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,938,575 | 88,177 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,959,538 | 88,420 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $6,653,989 | 76,351 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $4,952,520 | 60,118 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $3,767,235 | 48,076 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,104,843 | 46,593 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,260,423 | 28,038 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,793,699 | 23,079 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $1,830,925 | 22,674 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $2,018,746 | 22,493 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $2,265,820 | 20,422 | Shares | Sole | 2022-05-19 | |
| 2021-09-30 | $1,954,206 | 15,590 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,618,531 | 13,039 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $1,611,293 | 13,640 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,398,534 | 11,939 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $922,777 | 10,063 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||